FILING 990-N (e-POSTCARD) Follow the steps below for filing the annual IRS 990-N (e-Postcard) for tax exempt organizations. Step 1 – Log into System Gather needed information Log on to http://epostcard.form990.org Register as a new user Step 2 – Request Login ID If your club has never filed before, you will need to click on “Request Login ID” o Then click “Next” o Enter your club’s EIN: This should be the same number that is used for Club banking and click “Next” If your club has filed in previous years, you can skip to Step 3. SPECIAL NOTE: Some groups will not be successful in filing a 990-N (e-Postcard). You may receive the following message. If you do, STOP! Print this web page with the error message as proof that you attempted to file. Keep this with the club records. Do not call the IRS as the message says Do not worry that your attempt to file did not work All groups must keep documentation from the IRS in their club files – including either conformation of successful filing or documentation of unsuccessful attempt to file It is better to try and fail rather than not to attempt to file. BE SURE TO KEEP A COPY o ‘51-5116413’ 51 5116413 If you successfully registered, proceed to Step 3 Step 3 – Enter your EIN Login ID Type: Exempt Organization Organization EIN: This should be the same number that is used for Club banking Step 4 – Create Password Create a password (write this down, you will need it later, also save for next year) Enter your first/last name (whoever is entering the information) Enter email address (this needs to be valid; you will receive an IRS email in a few minutes with an activation link) Enter daytime phone number Click “Next” 532112512 Step 5 – Receive Login ID The screen will indicate if you successfully created a login ID You will receive an email back in a few minutes with a link Click on the link to open the new Internet page. Enter your password Step 6 – Login Activated Click on “Create Your Form 990-N” 532112512 Cloverpower2012 Jane Clover jclover@umd.edu Step 7 – Enter 990-N Information Enter the Tax Period – o For the Transition Year ONLY (2012) - 1/1/12 – 12/31/12 o For future years (2013-forward) – Enter 7/1/XX to 6/30/XX Enter Business Terminated – Enter NO (unless this 4-H club has been terminated, and if so then please also notify the County and State 4-H Office Are gross receipts normally $50,000 or less – Enter YES –(if the club’s receipts are more than $50,000 and less than $1,000,000, you will need to file the appropriate 990) Click “Next” 1/1/12 12/31/12 53-2112512 Step 8 – Enter Principle Officer Information Enter the name of your 4-H Club, as it is written on your Club Charter Enter address – enter the address of your local UME 4-H Office. Website – No website entry is necessary Principal Officer – Select a person (person completing the form, 4-H club volunteer, etc.) Enter name/address/city/state/zip of the principle officer – this would be the club name, and address of local UME 4-H office (you can’t use any periods in the address or city) Save changes – Print a copy Click “Submit Filing to IRS” You will receive another email in about 30 minutes or less letting you know if it was accepted or rejected. Step 9 – Review Email Acceptance and File Print a copy of the email acceptance; keep a copy for your records If it was rejected, make the corrections and resubmit. 53-2112512 53-2112512 SPECIAL NOTE: Some groups will not be successful in filing a 990-N (e-Postcard). If you receive an error message, STOP! Print this web page with the error message as proof that you attempted to file. Keep this with the club records. Do not call the IRS as the message says Do not worry that your attempt to file did not work All groups must keep documentation from the IRS in their club files – including either conformation of successful filing or documentation of unsuccessful attempt to file It is better to try and fail rather than not to attempt to file. BE SURE TO KEEP A COPY Created By: Lacie Ashby, 4-H Educator Denise Frebertshauser, 4-H Specialist October 2012 The University of Maryland, College Park, (AGNR), (UME), (AES) programs are open to all citizens and will not discriminate against anyone because of race, age, sex, color, sexual orientation, physical or mental disability, religion, ancestry, or national origin, marital status, genetic information, or political affiliation, or gender identity and expression.